Aidan Wall, Senior Financial Advisor
Aidan Wall is a Qualified Financial Advisor (QFA), a Fellow of the Life Insurance Association (FLIA) and a Specialist Investment Advisor (SIA).
Aidan has been providing impartial financial advice and guidance to individuals, families and business owners at all stages in their lives since 1983.
With over 30 years experience in the industry Aidan has built a solid and trusted reputation for delivering value on behalf of his clients.
Aidan specialises in long term financial planning, helping to bring clarity to the personal finances of his clients and assisting them in achieving their financial aspirations. For more information about long term financial planning please click here
Dr Michael Wall, QFA, MSc, PhD
Michael Wall QFA, MSc, PhD is a Qualified Financial Advisor and holds a post graduate MSc and Doctoral (PhD) degree.
Michael has worked at Lifetime Financial Planning since 2015 and provides forward thinking Financial Planning solutions for his clients.
He specializes in the provision of value based investment strategies, pensions consolidation, and achieving Financial Freedom for his clients.
We work with other professionals as this is the key to provision of a holistic Lifetime Financial Plan.
We make each plan personal because each of our clients is an individual.
Impartial Financial Advisors
For over 30 years we have remained committed to the idea that our client’s financial needs and requirements come first.
As a result, we have always insisted on providing impartial advice, i.e., we have not allied ourselves to a restricted number of financial product providers, as we don’t believe in “off-the-shelf” solutions for our clients.
As a result of this impartiality we are pleased to be in a position to offer solutions from a diverse range of providers including: Aviva Life & Pensions, BCP, Black Bee Investments, Canada Life, Cantor Fitzgerald, Conexim Advisors, Davy, Friends First, Irish Life, Independent Trustee Company, Merrion, New Ireland, Permanent TSB, Royal London (formerly Caledonian), Scottish Mutual, Scottish Provident, Standard Life, Wealth Options and Zurich.
We typically seek out terms from a range of providers for any financial product that we feel may be suited to your needs.
Qualifications, Competency and Professional Memberships
It is only proper and correct that people should expect their financial advisor to have the relevent qualifications and competency, and at Lifetime Financial Planning we meet the required standards. Aidan Wall, Senior Financial Advisor, holds the following qualifications: QFA, FLIA, SIA. Michael holds the QFA.
QUALIFIED FINANCIAL ADVISOR (QFA)
FELLOW OF THE LIFE INSURANCE ASSOCIATION (FLIA)
SPECIALIST INVESTMENT ADVISOR (SIA)
Lifetime Financial Planning is also a member of Brokers Ireland and the Life Insurance Association.
Continuing Professional Development
As a Financial Advisor, Aidan and Michael keep fully up to date with industry changes and new regulations by attending continuous professional development seminars on a regular basis.
Community and Voluntary Work
Aidan is also a strong believer in the importance of local communities and he has contributed his expertise and business acumen to a number of voluntary positions in Meath, including:
• Founder Member and President of the Kells and District Chamber of Commerce 2001 – 2003
• Chairman for a further two years.
• Chairman of the Kells Tourism Forum 2010 – 2013
• Promotion of Walking trails at Commons of Lloyd, Kells
• Managing Director of Kells Heritage Park 2012 – 2018
• Treasurer of Kells Archaeological & Historical Society 2004 – 2016
Michael is a member of the Board of Directors of Kells Chamber of Commerce. He is also a Shotokan Karate Black Belt and is Secretary of the Moynalty club. He enjoys training junior members.